Show Notes
In this Order Pad episode, Candice Bourke breaks down the bull case for Netflix in 2026 and why this global streaming giant may still have double-digit upside ahead. While the stock has been relatively flat over the past 12 months, the fundamentals tell a very different story…
Strong revenue growth 📈 Expanding margins 📊 Rising free cash flow 💰 A rapidly scaling advertising business 📺
But the real question is: Is Netflix still a growth stock… or has it matured into a long-term compounder?
In this episode, Candice covers:
Netflix’s latest results and what the market is missing 📊 Why Netflix is no longer “just a streaming platform” 🌍 The real moat: scale, data, content and monetisation 🧠 Forecast growth: revenue, margins and earnings trajectory 💡 Bull vs Bear case — including valuation scenarios ⚖️ The rise of ads, live content, and new growth levers 📺 Key risks investors need to consider ⚠️
For Candice, the bull and buy conviction is clear. Netflix is evolving into a global entertainment powerhouse utility, combining subscription, advertising, live content and gaming at scale.
With: ~346M subscribers (and growing) 📺 Expanding margins toward 40%+ 📈 Strong pricing power 💰 Multi-layered monetisation 🔁
This is no longer “growth at any cost” it’s becoming a cash-generating compounder.
Disclaimer This podcast is general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Candice Bourke is a Financial Adviser authorised under Shaw and Partners Limited (AFSL 236048). All opinions are based on information available as at 21 April 2026 and are subject to change.
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